Associate Account Manager II - Large Group Health Plan

Kaiser PermanentePortland, OR
101d

About The Position

Supports account strategy including data collection and assisting with team communications with customer, consultants, brokers, and/or channel partners. Addresses basic customer questions and concerns. Develops knowledge of account activities, including plan execution, systems and administration, negotiations, presentations, rate, and product/benefits. Supports KP sales and retention goals by making progress on key performance indicators (KPIs) and maintaining the customer relationship management (CRM) platform.

Requirements

  • High School Diploma or GED, or equivalent.
  • Minimum two (2) years of experience working in a corporate or business office environment OR minimum three (3) years of experience working in a corporate or business office environment.
  • Disability Insurance License (Washington) within 3 months of hire.
  • Health Insurance License (Oregon) within 3 months of hire.

Responsibilities

  • Works with others within work team to obtain and share basic information.
  • Listens and addresses performance feedback; provides feedback to team members.
  • Learns new relevant knowledge and skills; acknowledges strengths and weaknesses based on career goals and takes action to leverage/improve them.
  • Adapts to change, challenges, and feedback with moderate guidance.
  • Responds to the needs of others to support completion of routine work tasks.
  • Follows detailed, daily instructions to complete routine tasks with moderate supervision.
  • Collaborates with others within one's team to address routine and some non-routine task issues; communicates status and escalates more complex issues.
  • Adheres to established priorities, deadlines, and expectations.
  • Identifies and speaks up for improvement opportunities within one's team.
  • Supports a positive customer experience and market turnaround expectations by building and maintaining administrative relationships with customers, consultants, brokers, and/or channels.
  • Works with cross-team peers to provide and obtain basic information to support contract, benefit/service, and renewal activities.
  • Follows broad guidance to address and resolve routine and some non-routine customer, consultant, broker, and/or channel partner questions and concerns.
  • Completes standard assigned tasks with a moderate degree of supervision to support Request for Renewal (RFR) responses and engagement strategies.
  • Partners with engagement team/specialist to coordinate engagement programs (e.g., open enrollment) with a moderate degree of supervision.
  • Provides accurate information including basic knowledge of products, benefits/services offerings, and pricing models when assisting customers, consultants, brokers, and/or channels.
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